KWM
JHB
Kingsview Wealth Management’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-16,331
| Closed | -$153K | – | 965 |
|
2021
Q3 | $153K | Hold |
16,331
| – | – | 0.01% | 810 |
|
2021
Q2 | $153K | Buy |
16,331
+2,000
| +14% | +$18.7K | 0.01% | 837 |
|
2021
Q1 | $135K | Hold |
14,331
| – | – | 0.01% | 786 |
|
2020
Q4 | $132K | Sell |
14,331
-2,700
| -16% | -$24.9K | 0.01% | 676 |
|
2020
Q3 | $152K | Sell |
17,031
-2,274
| -12% | -$20.3K | 0.01% | 581 |
|
2020
Q2 | $172K | Sell |
19,305
-200
| -1% | -$1.78K | 0.02% | 546 |
|
2020
Q1 | $168K | Buy |
+19,505
| New | +$168K | 0.02% | 433 |
|